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The systems I've already shipped — and what I can build for you.

Custom software, AI, CRM rebuilds, customer portals, integrations, live dashboards — real systems running inside real businesses today. Use this as a menu, or a starting point for something custom.

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200+

Systems shipped

25+

Categories covered

Days

From spec to live

100%

Custom-built

AllCustom SoftwareCRMAI CopilotsAI AgentsForecastingCoachingOutreachOperationsReportingCustomer-facingIntegrations

The library

Every system below is in production somewhere.

Featured builds get a deeper canvas. The rest are still real systems — just told tighter.

AI Knowledge Base & Copilot

A custom AI that answers questions from your SOPs, documents, photos, and process libraries — instantly, without your team hunting through folders. Lives as a beautiful app inside your CRM.

RAG over SOPsImage + doc searchCRM-embedded UI

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Automated Lead Assignment Engine

A Zoho-native engine that sets lead goals per rep, monitors live schedules and capacity, and routes every inbound lead to the right person — automatically and fairly.

Goal trackingSchedule-awareRound-robin + rules

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AI Sales Performance Review

Connects to your reporting stack and delivers live, next-level insights: your top 3, bottom 3, what each rep is doing right, what's slipping, and exactly what their coaching should look like.

Top / bottom 3Coaching playbookLive dashboards

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Call Summaries & CRM Copilot

AI that listens to every sales call, writes a clean summary, extracts action items, updates the right CRM fields, and drafts the follow-up email — before the rep gets back to their desk.

Auto summariesCRM field updatesDrafted follow-ups

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Predictive Deal Scoring

Custom-trained model that scores every open opportunity on real signals — engagement, stage velocity, ICP fit, rep behavior — and tells managers which deals to inspect this week.

ICP fitStage velocityManager alerts

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AI Outreach Generator

Personalized outbound at scale. The AI researches the prospect, drafts a sequence in your tone, and routes it through your existing cadence tool — so reps approve, not write.

Prospect researchOn-brand toneCadence integration

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Pipeline Hygiene Agent

A background AI that watches your CRM, flags stale deals, missing fields, mis-categorized leads, and duplicate accounts — and proposes the fix in one click.

Stale deal flagsDedupeOne-click fixes

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AI Forecast Roll-Up

Replaces the Friday spreadsheet ritual. Pulls deal data, applies historical accuracy weighting, and produces a forecast that holds up — with the deltas managers can defend in a board meeting.

Accuracy-weightedAuto roll-upBoard-ready

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Rep Ramp-Up Coach

An AI mentor for new hires. Pulls from your playbook, top-rep call transcripts, and product docs to answer questions, simulate objections, and shorten ramp time by weeks.

Objection simsPlaybook recallFaster ramp

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Automated Review Management

Triggers review requests at the perfect moment, drafts on-brand responses to every review (good and bad), and routes negative feedback to the right owner before it festers.

Smart timingAuto responsesEscalation routing

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AI Local Presence Mass Texting

AI-driven outbound texting that picks the right local-area number per recipient, personalizes the opener, handles replies in real time, and hands warm leads off to the rep.

Local numbersReal-time repliesWarm handoff

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AI SDR for Inbound

An AI agent that engages every inbound lead in seconds, qualifies in natural conversation, books the meeting on the right rep's calendar, and writes a clean brief before the call.

Instant engagementAuto-bookingPre-call brief

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Inbox Triage Copilot

Reads every inbound email, classifies intent, drafts the right response in your tone, and surfaces the few threads that actually need a human reply — clearing the inbox before lunch.

Intent classificationDrafted repliesPriority queue

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Account Research Agent

Before every key meeting, the AI builds a one-page brief — recent news, org changes, tech stack, mutual connections, and the 3 talking points most likely to move the deal.

News + signalsTech detectionTalking points

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Deal Path Recommender

Looks at every open deal and recommends the next best action, the right stakeholder to bring in, and the historical win-pattern from similar closed-wons.

Next best actionWin-pattern matchStakeholder map

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Live Call Scoring

Scores every sales call against your top-performer playbook — talk ratio, discovery depth, objection handling, next step clarity — and gives reps targeted feedback within an hour.

Top-rep benchmarkPer-call scorecardTargeted drills

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Customer Success Copilot

Watches account health signals, predicts churn risk before renewal, drafts the save-play, and tells the CSM exactly which customers need them this week.

Churn predictionSave-playsCSM prioritization

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Smart Scheduling Agent

Eliminates the meeting-time email chain. The AI negotiates with prospects, respects rep capacity and territory rules, and books the meeting in your CRM with the right context attached.

Prospect negotiationTerritory rulesCRM-aware

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Proposal & Quote Generator

Pulls deal context, pricing logic, and approved language to draft proposals, SOWs, and quotes in your template — ready for the rep to review instead of write from scratch.

Template-awarePricing logicApproval flow

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Custom Reporting & Live Dashboards

Bespoke dashboards built around the metrics that actually move your business — pipeline velocity, source ROI, rep performance, forecast accuracy, cohort retention. Live, drill-downable, and built directly into the tools your team already uses.

Real-time dataDrill-down viewsExec + rep layers

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Zoho CRM Rebuild for a 30-Rep Floor

Inherited a tangled Zoho instance with abandoned workflows and a manager dashboard nobody opened. Rebuilt the schema, automated lead routing by capacity, and shipped reports the floor actually uses. +42% pipeline conversion in the first 90 days.

Schema rebuildCapacity routingManager BI

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Custom Quoting & Operations Portal

Bespoke web app that replaced four SaaS subscriptions — quoting engine, customer-facing portal, internal admin, and a live executive dashboard. Full code ownership, shipped in six weeks.

Quoting engineCustomer portalExec dashboard

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Partner Onboarding Portal

Self-serve onboarding for channel partners — application, contract e-sign, training tracking, and a partner-facing dashboard, all wired into the CRM. Cut onboarding time from 3 weeks to 4 days.

E-sign flowTraining trackingPartner dashboard

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Field Ops Mobile Companion

Mobile-first internal tool for field reps — territory routing, on-site forms, photo capture, and instant CRM sync. Built around how techs actually work, not what desktop CRMs assume.

Mobile-firstPhoto + GPSOffline sync

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Multi-System Bidirectional Sync

Custom middleware that keeps Zoho, the phone system, marketing automation, and the billing platform in lockstep. No more 'which system is right?' — they all are.

BidirectionalConflict resolutionWebhook orchestration

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Customer-Facing Account Portal

A branded portal where customers see their orders, invoices, support history, and renewal status — and self-serve the things that used to clog the support queue.

SSOSelf-serviceSupport deflection

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Internal Order & Inventory Tool

Replaced spreadsheets and a Frankenstein Access database with a clean internal app — orders, inventory, vendor management, and reporting in one system the team actually opens.

Real-time inventoryVendor mgmtAudit trail

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Salesforce → Zoho Migration

Full migration off Salesforce — every account, contact, opportunity, attachment, and note preserved. Phased cutover, deduped on the way in, and a rebuilt automation layer on landing.

Phased cutoverDedup + normalizeZero data loss

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If it touches your sales motion, I can probably build it.

Tell me what you'd want built, automated, integrated, or surfaced. I'll come back with a plan, a timeline, and a number.